- Charles Schwab (Chicago, IL)
- …status quo" and transform the finance industry together. We are seeking a diligent and experienced Trust Officer to join our team. The Trust Officer will ... for the professional administration of a book of assigned trust accounts, ensuring compliance with bank policies and procedures;...be the point of contact for a portfolio of trust accounts and oversee all aspects of trust… more
- Umpqua Bank (Reno, NV)
- Trust Officer Wealth Management Reno, Nevada...are an experienced Trust Officer , Trust Advisor, or Wealth Investment Portfolio Manager ... in our journey inbuilding something greatfor ourWealth Management & Trustclients! + ** Trust Officer ** **:** Serves as thein-houseexperton trust … more
- Charles Schwab (Henderson, NV)
- …need for step-up in basis as well as applicable valuation date. + Work closely with the Trust Officer and Tax Manager assigned to any resulting trust ... **Your opportunity** The Trust Officer is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries,… more
- City National Bank (Newark, DE)
- * TRUST OFFICER II CUSTODY & Retirement Services * WHAT IS THE OPPORTUNITY? This position is responsible for the administration of custody, business escrow, ... defined benefit and defined contribution plans, ESOPs, other employee benefit trust , agency and custodial accounts using third party record keepers and Individual… more
- BankFinancial (Downers Grove, IL)
- …Administrator, Senior Trust Administrator, Investment Services, Trust Services, Trust , Administration, Estates, Trust Officer From: BankFinancial ... review deadline. + Make recommendations for fiduciary approval by the SVP Trust and Investment Services Manager or the Trust Committee. + Works with auditors… more
- NBT Bank (Lakeville, CT)
- … trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed and provides guidance and direction to junior officers. ... financial experience + 8 years relevant administrative experience in a trust department, charitable or other financial services, organization, insurance company, or… more
- Canandaigua National Bank & Trust (Liverpool, NY)
- Sr. Commercial Services Officer Canandaigua National Bank & Trust Location: Syracuse, NY What does a Commercial Services Officer at CNB do? The Commercial ... Services Officer at Canandaigua National Bank & Trust is responsible for managing a portfolio of commercial...of Directors. + Collaboratively establishes sales objectives with their manager on an annual basis to ensure objectives are… more
- Canandaigua National Bank & Trust (Liverpool, NY)
- Business Banking Officer Canandaigua National Bank & Trust Location: Syracuse, NY What does a Business Banking Officer at CNB do? A Business Banking ... opportunities to grow and retain business. The Business Banking Officer will be assigned a group of branches within...bring new business opportunities to CNB. + Assist Branch Manager and staff with all components of lending, including… more
- Enterprise Bank & Trust (San Diego, CA)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... communities.** **Together, there's no stopping you!** **Job Title:** SBA Servicing Officer **Job Description:** **SUMMARY** The position of SBA Servicing Officer… more
- UMB Bank (Kansas City, MO)
- As the ** Trust Advisor I** , you will be building long-term client relationships through quality customer service, including anticipating client needs, clear ... planning. + When appropriate, for accounts without an assigned Portfolio Manager , provide investment management services for clients, including assessment of the… more